This article explains how user levels and permissions impact your ability to use different Overgrad features. The features mentioned below are only available to Overgrad Pro customers. Please connect with an Overgrad rep if you are interested in learning more.
Definitions
- Levels: User levels refer to where the account exists. There are two options: district and high school.
- Access: User access refers to two designations: account manager and access to student data
District Users
District Account Manager | District Educator | |
Manage Educator Accounts | Manage educator accounts across the district | Cannot manage educator accounts |
Update Settings/Configurations | Update district-wide settings and configurations | Cannot update district-wide settings and configurations |
| Custom Fields | Create, edit, and delete custom fields and custom field categories | Cannot manage custom fields |
| Password Policies | Set and manage district-wide password policies | Cannot manage password policies |
| Tags (College, Interactions) | Create, edit, delete, and apply tags across the district | Apply tags across the district |
| Programs and Scholarships | Create, edit, and delete programs and scholarships across the district | Cannot manage programs or scholarships |
| Milestones and Plans | Create, customize, and delete milestones and milestone plans across the district; verify completion of milestones across the district | Verify milestone completion across the district |
| Custom Surveys | Create, manage, and assign surveys across the district | Cannot manage surveys |
| Custom Reports, Student Lists, and Data Summaries | Create and edit reports, student lists, and data summaries across the district | Create and edit reports across the district |
| Course Plans and Requirements | Can manage course plans, requirements, and settings (grading scale, terms) district-wide | Can manage course plans and requirements district-wide. Cannot manage course planner settings (grading scale, terms). |
| Notes, Tasks, and Document Locker | Can create and edit notes, tasks, and documents for students within their school | Can create and edit notes, tasks, and documents for students within their school |
| Interactions | Can create and edit interactions for students district-wide | Can create and edit interactions for students district-wide |
| Messaging | Can view and send messages (individual and bulk) to students and parents/contacts across the district | Can view and send messages (individual and bulk) to students and parents/contacts across the district |
| Application Management | Can upload and send documents for students across the district | Can upload and send documents for students across the district |
| Student Accounts and Data | Can manage student accounts and data across the district via bulk upload and individually | Can manage student accounts and data across the district via bulk upload and individually |
| Contacts | Can manage student contacts district-wide and invite contacts to create linked Overgrad accounts | Can manage student contacts district-wide and invite contacts to create linked Overgrad accounts |
School Users
School Account Manager | School Educator | |
Manage Educator Accounts | Manage educator accounts within their school only | Cannot manage educator accounts |
Update Settings/Configurations | Update school-specific settings | Cannot update district-wide settings and configurations |
| Custom Fields | Cannot manage custom fields | Cannot manage custom fields |
| Password Policies | Cannot manage password policies | Cannot manage password policies |
| Tags (College, Interactions) | Apply tags across within their school | Apply tags across within their school |
| Programs and Scholarships | Create, edit, and delete programs and scholarships across the district | Cannot manage programs |
| Milestones and Plans | Assign students within their school to milestone plans; verify completion of milestones within their school | Verify milestone completion within their school |
| Custom Surveys | Create, manage, and assign surveys within their high school and assign district level surveys, if enabled, to students within their school | Cannot manage surveys |
| Custom Reports, Student Lists, and Data Summaries | Create and edit reports, student lists, and data summaries within their school | Create and edit reports within their school |
| Course Plans and Requirements | Can manage course plans, requirements, and settings (grading scale, terms) for their school | Can manage course plans and requirements for their school. Cannot manage course planner settings (grading scale, terms). |
| Notes, Tasks, and Document Locker | Can create and edit notes, tasks, and documents for students district-wide | Can create and edit notes, tasks, and documents for students district-wide |
| Interactions | Can create and edit interactions for students within their school | Can create and edit interactions for students within their school |
| Messaging | Can view and send messages (individual and bulk) to students and parents/contacts within their school | Can view and send messages (individual and bulk) to students and parents/contacts within their school |
| Application Management | Can upload and send documents for students within their school | Can upload and send documents for students within their school |
| Student Accounts and Data | Can manage student accounts and data within their school via bulk upload and individually | Can manage student accounts and data within their school via bulk upload and individually |
| Contacts | Can manage student contacts within their schooland invite contacts to create linked Overgrad accounts | Can manage student contacts within their school and invite contacts to create linked Overgrad accounts |
Access to Student Data
Access to the features described above depend on the user's access to student data. Users without access to student data will not be able to access any features that include student data. Student data includes the following:
- Student profiles, academic records, and test scores
- College applications and admissions data
- Student documents, notes, and tasks
- Communication history and interactions
- Custom reports and student lists
- Course enrollment and academic planning
- Financial aid information
- Milestone assignment and completion data